Year-to-date - How do you calculate year to date?

Q: How do you calculate year to date?

To calculate YTD, subtract its value on January 1st from its current value. Divide the difference by the value on January 1st. Multiply the result by 100 to convert the figure to a percentage. YTD is always of interest, but three-year and five-year returns tell you more.

Answer

To find the year-to-date value, take the current value and subtract the value on January 1st. To find the January 1st value, divide the difference by that. The percentage may be calculated by multiplying the value by 100. The year-to-date return is interesting, but the three- and five-year returns provide more useful information.

Year-to-date - How do you calculate year to date?

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